
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.06 | 24.02 |
Price to Book | 3.96 | 4.87 |
Price to Sales | 3.12 | 3.66 |
Price to Cash Flow | 15.33 | 16.71 |
Dividend Yield | 1.77 | 1.22 |
5 Years Earnings Growth | 10.34 | 12.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.57 | 28.78 |
Financial Services | 14.81 | 14.24 |
Industrials | 12.15 | 11.95 |
Healthcare | 10.45 | 14.56 |
Consumer Cyclical | 8.94 | 12.66 |
Communication Services | 7.28 | 9.21 |
Consumer Defensive | 6.87 | 6.25 |
Energy | 5.68 | 2.55 |
Basic Materials | 1.86 | 3.67 |
Real Estate | 0.39 | 1.74 |
Number of long holdings: 95
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.06 | 220.84 | -2.92% | |
NVIDIA | US67066G1040 | 5.93 | 108.76 | +1.66% | |
Microsoft | US5949181045 | 4.88 | 380.45 | +0.08% | |
Amazon.com | US0231351067 | 4.07 | 196.59 | +1.05% | |
Alphabet A | US02079K3059 | 3.62 | 164.04 | -1.10% | |
Broadcom | US11135F1012 | 2.97 | 190.09 | +3.06% | |
American Express | US0258161092 | 2.82 | 255.39 | -2.27% | |
Walmart | US9311421039 | 2.30 | 87.44 | -0.43% | |
Netflix | US64110L1061 | 1.77 | 895.10 | +3.28% | |
JPMorgan | US46625H1005 | 1.66 | 229.14 | -1.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Purisima Global Total Return B | 9.2B | 24.38 | 9.40 | 13.72 | ||
Purisima Global Total Return Int | 787.69K | 24.07 | 9.13 | 13.43 | ||
GB00BZ2K2M84 | 1.05B | 4.58 | -2.32 | - | ||
CF Prudential Dynamic Focused 20 5a | 342.69M | 2.06 | 2.99 | 4.60 | ||
CF Prudential Dynamic Focused 20 55 | 12.41M | 2.06 | 2.98 | 4.61 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review